TI
SFG

Turner Investments’s STANCORP FINL GRP SFG Stock Holding History

Turner Investments’s Portfolio SFG Stock Details SFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-60
Closed -$4K – 456
2015
Q1 		$4K Sell
60
-2,991
-98% -$199K ﹤0.01% 385
2014
Q4 		$213K Sell
3,051
-509
-14% -$34K 0.03% 432
2014
Q3 		$225K Sell
3,560
-231
-6% -$14.6K 0.01% 463
2014
Q2 		$243K Sell
3,791
-311
-8% -$19.3K 0.01% 484
2014
Q1 		$274K Sell
4,102
-293
-7% -$19.3K 0.01% 532
2013
Q4 		$291K Buy
4,395
+94
+2% +$5.79K 0.01% 533
2013
Q3 		$237K Sell
4,301
-278
-6% -$14.9K ﹤0.01% 542
2013
Q2 		$226K Buy
+4,579
New +$202K ﹤0.01% 578

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Turner Investments's SFG Position: Q2 2015 in Review

Turner Investments sold out of STANCORP FINL GRP (SFG) in Q2 2015, closing a stake of 60 shares — an estimated $4K sold.

Turner Investments first reported a position in SFG in Q2 2013 and held it in 8 quarters. The position peaked at $291K in Q4 2013. 191 funds tracked by Wall St. Rank hold SFG as of Q2 2015.

  • Turner Investments reported no remaining STANCORP FINL GRP position as of Q2 2015 after selling out during the quarter.
  • Turner Investments sold 60 STANCORP FINL GRP shares in Q2 2015, an estimated $4K.
  • Turner Investments first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 8 quarters.
  • Turner Investments's STANCORP FINL GRP position peaked at $291K in Q4 2013.
  • 191 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q2 2015.

Based on Turner Investments's 13F filing for Q2 2015, filed 12 Aug 2015.